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We Just Need Your Compliance…IRS Announces Pilot Pre-Examination Program for Qualified Plans

IRS Employee Plans has just announced a pilot program for pre-examination compliance checks of qualified retirement plans, beginning this month. If your plan is targeted, you will receive a letter from the IRS notifying you...more

It’s [Not] Too Late Baby, Now It’s [Not] Too Late…for Required Minimum Distributions

If you have participants in your retirement plan who are old enough to identify Carole King as the artist who released the song “It’s Too Late” some 50 years ago, this blog’s for you. Late payment of required minimum...more

E-P-C-R-S, find out what it means to me … new IRS Correction Guidance

On July 16, 2021, the IRS released updated Employee Plans Compliance Resolution System (EPCRS) guidance for Plan corrections in the form of Rev. Proc. 2021-30. The changes affect the three programs offered by the IRS for...more

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